+48.1%
APA vs ODFL
-9.1%
+57.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | 0.0% | +1.2% |
| 7D | +8.5% | +5.8% | +2.7% | +7.0% |
| 30D | +2.8% | -5.3% | +8.1% | +3.8% |
| 3M | +21.7% | -19.0% | +40.7% | +27.9% |
| 6M | +32.6% | -7.5% | +40.1% | +32.9% |
| YTD | +103.7% | +11.8% | +91.9% | +85.5% |
| 1Y | +101.8% | +29.7% | +72.1% | +73.2% |
| 3Y | +48.1% | -9.1% | +57.2% | +38.0% |
| All | +48.1% | -9.1% | +57.2% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ODFL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling